This is an excellent opportunity to become part of a supportive team where you will play a key role in ensuring the smooth day-to-day running of the business.
Key Responsibilities
Handling incoming telephone enquiries from clients and investment companies
Providing general administrative support and working closely with Financial Advisers
Sorting and scanning incoming mail
Contacting clients to arrange appointments
Preparing client portfolio packs
Liaising with Financial Advisers across the firm
Preparing, submitting, and tracking new business applications
Maintaining and updating the client database
Ensuring accurate and compliant record-keeping at all times
Requirements
Minimum of 2 years' experience within the financial services industry
Working knowledge of pensions and investment products
Familiarity with FCA rules, guidance, and regulatory requirements relevant to the role
Strong organisational skills with excellent attention to detail
A friendly, enthusiastic, and self-motivated approach
Desirable
Level 4 qualified or currently working towards a relevant qualification
If you are looking to develop your career within a professional and fast-paced financial services environment, we would love to hear from you.
Please submit your CV to Colleen Farquharson via the apply link.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy
Salary description
£27000.00 - £27000.00 per year